See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,485 | $91,552+7.6% | $133,956-26.5% | $79,858+23.3% |
| Participation rate | 60.3% | 73.3%-13.1pp | 79.8%-19.6pp | 69.6%-9.4pp |
| Annual return | 16.77% | 61.85%-45.1pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,379 | $2,384-42.1% | $3,919-64.8% | $2,471-44.2% |
| Participant deferral / active EE | $4,061 | $3,733+8.8% | $5,048-19.6% | $3,740+8.6% |
| Admin fee / account holder | $2,388 | $6,321-62.2% | $8,927-73.3% | $5,306-55.0% |